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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,146 | $112,131-68.7% | $95,964-63.4% | $158,982-77.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.68% | 171.19%-155.5pp | 91.64%-76.0pp | 302.99%-287.3pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,685 | $4,784-23.0% | $4,167-11.6% | $5,983-38.4% |
| Admin fee / account holder | $162 | $10,136-98.4% | $6,797-97.6% | $11,252-98.6% |